Case Studies

Coal Production and Re-seller of Bulk Packaging Products Case Study on Purchase Order and Invoice Factoring

This client provides a large publicly-traded company with coal needed for the production of specialized chemical products. The client’s company was growing and had the ability to secure large purchase orders with creditworthy companies but was unable to fulfill orders without financial assistance. Capstone knew that an Invoice Factoring Line coupled with a PO Facility …

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Engineering Staffing Company Factoring Case Study

Staffing agencies often face challenges meeting their cash flow needs; even an agency successful enough to secure a contract with Fortune 500 companies. Staffing agencies need cash flow in order to secure new contracts; this means they often need financing solutions tailor-made to their needs. Capstone has extensive experience dealing with unique funding needs. By …

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Private Label Outerwear Factoring Case Study

Capstone has solutions to a business’s most challenging financing needs. In some cases, our clients need more than one solution; we look at the challenges facing the company, identify solutions, and work with management to implement these solutions. Capstone understands the importance of cash flow, but we also understand that immediate cash flow through factoring …

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Minority Business Factoring Case Study

This company is a full-service construction management and design firm providing services for a wide range of clients. Like many other companies that experience growth, their cash flow was stifling their growth potential and creating challenges to obtain traditional financing. As with each individual client, Capstone understood this company had unique needs. Our goal was …

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NYC Steel Erector & Fabricator Factoring Case Study

This client provides New York, NYC, and the Tri-State area with structural steel fabrication services. Without cash flow, the company could be forced to turn down new projects. Capstone knew to assist this company, they would need a solution that generated immediate cash flow. Therefore, single invoice factoring made sense; the company would not need …

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IT & Staffing Factoring Case Study

One of our recent clients has several high-profile clients in financial, government, insurance, manufacturing, publishing, and technology sectors. Like any other company, they were interested in additional growth but they lacked the cash necessary to pursue that growth. Capstone worked with the company to identify the issues they were facing, evaluated their immediate and their …

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Woman-Owned Construction Firm Single Invoice Factoring Case Study

This client is a woman-owned construction firm operating in New York, NYC and the Tri-State areas. Back when the client came to Capstone in 2012, they were suffering from the negative effects to their business and customers caused by Hurricane Sandy. Without sufficient cash flow, the client would not be able to sustain operations while …

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Woman-Owned Construction Firm Factoring Case Study

COMPANY CHALLENGES The construction firm needed to eliminate spikes in monthly cash flow due to their client’s payments being delayed after invoicing. As the business progressed, they began having larger payrolls and vendor payments to pay out without knowing exactly when the collection would take place to cover their costs. BACKGROUND Woman-owned construction firm and …

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Wrist Watch Company Case Study

BACKGROUND • Local family-owned and operated wristwatch company headquartered in Upstate New York with its roots dating back over 100 years • Majority of accounts receivable were long-standing relationships going back 40 years COMPANY CHALLENGES In addition to struggling with collections, bad debt and a lack of working capital, this company also operated below breakeven. …

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Electrical Contracting Firm Single Invoice Factoring Case Study

BACKGROUND • Locally owned and operated electrical contracting firm in New York City • Clients: City of New York, NYS Board of Education, Mass Transit 3 COMPANY CHALLENGES Following the devastating effects of Hurricane Sandy, the company experienced a market-demand extension of payment terms. As a result of the slowdown in cash flow there was …

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